See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,882 | $51,576-55.6% | $129,207-82.3% | $80,856-71.7% |
| Participation rate | 78.6% | 57.0%+21.6pp | 69.6%+9.0pp | 67.6%+10.9pp |
| Annual return | 13.74% | 20.81%-7.1pp | 9417.33%-9403.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,891 | $1,584+19.4% | $4,153-54.5% | $2,755-31.4% |
| Participant deferral / active EE | $3,307 | $2,669+23.9% | $4,168-20.7% | $4,296-23.0% |
| Admin fee / account holder | $1,189 | $4,305-72.4% | $7,715-84.6% | $6,918-82.8% |